Lyndsey Berry, financial advisor Philadelphia PA
89 score

Lyndsey Berry

CRD Number: 6167304
Current Firm: Voya Financial Advisors, Inc.

Lyndsey Berry (CRD# 6167304) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Tundidor & Weis Investment Group Philadelphia, PA Dec 2014 - Current 2
Voya Financial Advisors, Inc. Philadelphia, PA Nov 2014 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Nov 2014 < 1
Mcadam LLC Philadelphia, PA Oct 2014 - Nov 2014 < 1
Mcadam Financial Group Philadelphia, PA Jul 2013 - Oct 2014 1
Ing Financial Partners, Inc. Philadelphia, PA Mar 2013 - Oct 2014 1
Unemployed Oxford, PA Dec 2012 - Mar 2013 < 1
Penn State University State College, PA Aug 2008 - Dec 2012 4
Blue Water Grille Wildwood, NJ May 2012 - Aug 2012 < 1
Ruby Tuesdays State College, PA Jul 2011 - May 2012 < 1
Tj Maxx State College, PA Jul 2010 - Aug 2011 1
Jersey Girl Drinks And Dining Wildwood, NJ May 2010 - Aug 2010 < 1
Gumbys State College, PA Dec 2009 - May 2010 < 1
Oxford Area High School Oxford, PA Aug 2005 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Lyndsey Berry
Phone Number: 1-800-356-2906
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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